SEGRO: This company owns and manages a portfolio of warehouse and logistic facilities throughout UK and Europe. It recently purchased two new sites, both in West London. There is a strong demand for its urban warehouse storage with easy access to central London. We purchased this share in July 2019 and are already sitting on a 30%+ profit.
We decided to further invest in this company and increased our holding by £1500.
To enable us to purchase the new shares in Segro we sold our holding in Science in Sport and Hurrican........both these companies have been disappointing.
Another share to watch (we purchased June 2019) is Codemasters. The official video game company of Formula One. They have signed a new 5 year contract with the WRC. Their latest F1 game is to be launched on 10th July and we are hoping for some fast results! We are sitting on a profit of over 38% since purchase.
Double Dutch - we are still following the development of this company formed by two Dutch sisters who are twins. They recently celebrated a 10% investment into their company by Heineken. You can follow them on their facebook page and purchase their mixers in a variety of stores including Waitrose. Well done Joyce and Raissa - two great mixologists!
In the meantime Fevertree - which we purchased very soon after their launch - is on the rise again. Off trade purchases increased by 24% during the COVID lockdown and with the re-opening of the hospitality business we are hoping this upward trend continues. It is rated a strong buy by many brokers.
Croda, Halma, Genus and Unite continue to give us good results. We are hoping Trainline will improve with the opening of retail and employees getting back to work.
That's it for our June report. Enjoy the summer - keep social distancing and stay safe.
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